SKGIX Mutual Fund
SKGIX Mutual Fund
NAV$19.94
AUM$4M
TER1.00%
Holdings97
See how much of SKGIX you already own
SKGIX Mutual Fund
NAV$19.94
Steward Small Cap Growth Fund Institutional Class
AUM$4M
TER1.00%
Holdings97
See how much of SKGIX you already own
SKGIX Mutual Fund Overlap Analysis
SKGIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SKGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 97 holdings, SKGIX may share significant positions with broad-market funds.
SKGIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SKGIX tax-loss harvesting finds highly correlated but non-identical funds.